Adaptation is the new mitigation
April 17, 2025 | Global Alpha Capital Management
Adaptation to climate change is increasingly becoming an investable trend as companies help communities, infrastructure and ecosystems adapt to physical climate risks.
Connor, Clark & Lunn Private Capital
Connor, Clark & Lunn Private Capital is a discretionary investment counsellor managing portfolios for high net worth individuals, Indigenous communities, not-for-profits and charitable foundations across Canada. We get to know our clients and listen carefully to their needs. Our experienced and dedicated investment professionals, using an outcome-orientated approach, provide personalized, tax-efficient portfolios to help clients reach their financial goals. Our clients can benefit from investing in traditional and alternative assets, as we uniquely bring together independent, specialist teams managing a broad range of distinct asset classes that comprise clients’ investment portfolios.
Connor, Clark &
Lunn Funds
Connor, Clark & Lunn Funds partners with leading Canadian financial institutions and their investment advisors to bring select institutional investment strategies to private investors through mutual funds, alternative investments and separately managed accounts. Speak to your Investment Advisor to learn how our investments can add value to your portfolio.
Insights
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Echoes of 1971
April 17, 2025 | NS Partners
Current events are reminiscent of the same stage of the last 54-year Kondratyev cycle.
Chinese / Japanese monetary divergence still widening
April 15, 2025 | NS Partners
Monetary trends suggest that China’s economy is better placed to withstand tariff damage than Japan’s.
Robots, on-shoring and tariffs: Is Optimus primed for launch?
April 10, 2025 | Global Alpha Capital Management
While the latest tariffs are reshaping the global economy, humanoid robots are poised to play a pivotal role in the logistics sector.
A “monetarist” perspective on current equity markets
April 2, 2025 | NS Partners
A promising recovery in global money growth may be insufficient to offset lagged effects of prior tightness and the US trade policy shock.
Rethinking Indonesia: From near-term pain to long-term gains
March 27, 2025 | Global Alpha Capital Management
Insights into the country’s evolving economic landscape, infrastructure investments and resilient sectors like healthcare.
Contradictory Fed
March 26, 2025 | NS Partners
The Fed’s economic forecasts are inconsistent with the suggestion of a 50 bp cut in rates by year-end, according to a model of its historical behaviour.
US money supply / demand in broad balance
March 21, 2025 | NS Partners
The economy and markets no longer enjoy support from an excess stock of money.
Sweet spot in Japan
March 20, 2025 | Global Alpha Capital Management
Japan small caps have less exposure to tariffs and are sweetly positioned to outperform large caps.
Vicious and virtuous investment circles revisited & Malaysia’s golden opportunity
March 20, 2025 | NS Partners
This month’s commentary covers Trump trades going in reverse, along with our research trip in Malaysia.
UK vacancies still weakening
March 20, 2025 | NS Partners
A fall in private sector postings pushed single-month vacancies further below the pre-pandemic level.
Annual Business Update – March 2025
March 17, 2025 | CC&L Investment Management
In our 2025 Annual Business Update, we reaffirm our commitment to delivering superior performance and service to our clients.
Japanese money update: still weakening
March 14, 2025 | NS Partners
Japanese inflation isn’t back and money trends suggest a coming major undershoot.
European defence spending set to explode
March 13, 2025 | Global Alpha Capital Management
Europe decides to take its defence into its own hands.
For additional information on Connor, Clark & Lunn Financial Group, please contact:
Brent Wilkins
Senior Vice President, Head of Institutional Sales, Canada, CC&L Financial Group
Tel: 1 (416) 316-5396 [email protected]
Eric Hasenauer
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
John Ricketts
Senior Vice President, Co-Head of Institutional Sales, USA,
CC&L Financial Group
Carlos Stelin
Director of Institutional Sales, Europe, CC&L Financial Group
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